Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

PM Datanote: U.S. Weekly Jobless Claims, Dec 1

No change to the benign picture.

US

PM Datanote: U.S. ISM Services Survey, November

Still no sign of a rollover in services.

US

PM Datanote: U.S. ISM Manufacturing Survey, November

Stuck in a rut, with few signs of an improvement ahead.

US

PM Datanote: U.S. Chicago PMI/Pending Home Sales

The leap in the Chicago PMI likely is noise, not signal' a modest recovery in home sales lies ahead.

US

PM Datanote: U.S. Advance Goods Trade, October

Net trade unlikely to be a major swing factor in Q4 GDP growth.

US

PM Datanote: U.S. New Home Sales, October

The trend in new home sales is flattening.

US

PM Datanote: U.S. Durable Goods Orders/Initial Jobless Claims

Business equipment investment on course for another decline in Q4; too early to conclude that claims are flattening.

US

PM Datanote: U.S. Existing Home Sales, October

A new cycle low, but a modest rebound is coming soon.

US

PM Datanote: U.S. Housing Starts, October

The recovery in construction activity is stalling, for now.

US

PM Datanote: U.S. NAHB Survey, November

Likely to improve from here, but only very slowly.

US

PM Datanote: U.S. Industrial Production, October

Most of the October weakness reflects the UAW strike; expect a November rebound.

US

PM Datanote: U.S. Retail Sales, October

The summer spending surge is fading.

US

PM Datanote: U.S. Michigan Consumer Sentiment, November

The jump in inflation expectations probably is temporary, but the Fed won't like it.

US

PM Datanote: U.S. ISM Services Survey, October

Signalling softer spending on services after the summer blowout.

US

PM Datanote: U.S. ISM Manufacturing, October

Higher rates are putting the brakes on the recovery in manufacturing.

US

PM Datanote: U.S. Consumer Confidence/Chicago PMI

Consumers' confidence likely to rebound from here; the manufacturing recovery is stalling.

US

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Keywords for: Publications

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence